(319) 233-1717
100 East Park Ave.
Suite 300
Waterloo, IA 50703
A Division of BerganKDV, Ltd.

 

Contact Us

Like the strong, valuable wood in the heart of a mature tree, we focus on putting strength and value into your portfolio and the heart of everything we do.

For a confidential discussion of your investments goals or to learn more about our personalized investment process, we invite you to contact one of our professional portfolio managers at (319) 233-1717.

Download our complete Disclosure Brochure Form ADV Part 2 (PDF).

David G. Sparks, CFA
Representative

Todd C. Henningsen, CFA
Portfolio Manager

E-mail address: Invest@HeartwoodInvestments.com

Mailing address:
100 East Park Ave., Suite 300
Waterloo, IA 50703